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Investment Management
The challenges and opportunities in the governance transition
Jens Peers, CIO of Mirova US and Portfolio Manager of the Mirova Global Sustainable Equity strategy, discusses the importance of the governance transition. Professional investors only.
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Financial Advice
Early action gives advisers an advantage
How can advisers guide clients through tax changes?
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Investment Management
European crypto ETPs surge to record flows
The FCA has also lifted its retail ban — what’s next for UK cETNs?
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Financial Advice
Unlocking growth: estate planning for a new generation of clients
Explore how frozen IHT allowances and pension reforms are reshaping estate planning - and how advisers can meet evolving client needs.
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Financial Advice
Managing Capital Gains Tax more effectively with Rathbones Model Portfolio Service
Rathbones’ Andrea Yung, Investment Director, discusses a smarter structure to reduce unnecessary crystallisation and simplify planning.
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Investment Management
MPS personalisation is coming to advisers and their clients
MPS has transitioned from simple offerings to all-round solutions, and this evolution has better consideration of advisers’ needs and wants reflected in their design.
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Investment Management
MPS innovation is happening
MPS solutions are evolving as providers work to keep pace with a rapidly changing advice industry, says Mark Hopcroft at Aberdeen Adviser.
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Financial Advice
Business Relief demystified: a simple way to reduce IHT
Could Business Relief transform your clients’ estate planning?
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Investment Management
The art of investment reporting
What are the biggest challenges in investment reporting?
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Financial Advice
The Treasury’s raid on middle earners
Over the last few years, successive governments have increased their tax take by freezing allowances and increasing rates. This ‘stealth’ tax has affected all taxpayers but is particularly detrimental...
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Financial Advice
What do HMRC’s draft rules mean for family businesses?
Ahead of changes to pension taxation, individuals and families need to reassess both retirement and estate planning.
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Financial Advice
Unlocking the power of gifting: how the taper relief can cut your clients’ IHT bill
Well-timed gifting can make a difference to IHT costs.
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